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Current Employers
Sapphire Wealth Planning Llc

11863 W. 112Th St Suite 100, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2022-10-25
KS RA APPROVED 2022-06-20
  • MO RA
    APPROVED
    Since 2022-10-25
  • KS RA
    APPROVED
    Since 2022-06-20

Branch Locations

11863 W. 112Th St Suite 100, Overland Park, KS 66210 • United States

5606 Ne Antioch Rd, Gladstone, MO 64119 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Farmers Insurance Group Gladstone MO 11/1989 11/2021
Farmers Financial Solutions Gladstone MO 08/2003 11/2021
Sapphire Wealth Planning Llc Overland Park KS 12/2021 Present
  • 11/1989 → 11/2021
    Farmers Insurance Group
    Gladstone, MO
  • 08/2003 → 11/2021
    Farmers Financial Solutions
    Gladstone, MO
  • 12/2021 → Present
    Overland Park, KS
Other Businesses

Yeatman Insurance, non-investment related, property and casualty insurance sales. established& start date January 2022, 80 hours per month devoted to this business, 60 hours per month during trading hours Owner 5606 NE Antioch Rd Gladstone MO 64119

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-07
S63 Uniform Securities Agent State Law Examination 2003-09-12
  • S65 Uniform Investment Adviser Law Examination
    2022-06-07
  • S63 Uniform Securities Agent State Law Examination
    2003-09-12

View on SEC IAPD

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